[PDF] J K Lasser Proestate And Business Succession Planning Download

J K  Lasser ProEstate and Business Succession Planning PDF
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
Release Date: 2002-01-04
Size: 21.74 MB
Format: PDF, Kindle
Category : Business & Economics
Languages : en
Pages : 396
View: 756

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J K Lasser Proestate And Business Succession Planning

Book by Russell J. Fishkind, J K Lasser Proestate And Business Succession Planning Books available in PDF, EPUB, Mobi Format. Download J K Lasser Proestate And Business Succession Planning books, EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com




[PDF] Estate And Business Succession Planning Download

Estate and Business Succession Planning PDF
Author: Russell J. Fishkind
Publisher: John Wiley and Sons
Release Date: 2001-06-15
Size: 28.45 MB
Format: PDF, ePub, Mobi
Category : Business & Economics
Languages : en
Pages : 384
View: 1828

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Estate And Business Succession Planning

Book by Russell J. Fishkind, Estate And Business Succession Planning Books available in PDF, EPUB, Mobi Format. Download Estate And Business Succession Planning books, Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.




[PDF] Advising Entrepreneurs Download

Advising Entrepreneurs PDF
Author: Marc J. Lane
Publisher: John Wiley & Sons
Release Date: 2002-03-25
Size: 69.39 MB
Format: PDF, ePub, Docs
Category : Business & Economics
Languages : en
Pages : 336
View: 5667

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Advising Entrepreneurs

Book by Marc J. Lane, Advising Entrepreneurs Books available in PDF, EPUB, Mobi Format. Download Advising Entrepreneurs books, This valuable book helps financial advisors address the needs oftheir entrepreneurial clients. Most people opening their ownbusinesses are experts in their fields. But when it comes to thevital intricacies of running a successful business, manyentrepreneurs find themselves struggling to survive.With more andmore people starting their own small businesses, a growing need hasdeveloped for expert guidance to help today's entrepreneurs facetheir new legal, tax, and financial challenges. AdvisingEntrepreneurs helps financial advisors address the special needs oftheir entrepreneurial clients. It provides a comprehensive approachto growing wealth, shielding business assets from liabilities,lowering taxes, and much more by promoting prudentrisk-taking. Marc Lane (Chicago, IL) is a business and tax attorney. He is aMaster Registered Financial Planner, Registered FinancialConsultant, and Certified Investment Specialist. He has authoredthirty books, is an Adjunct Professor of Business at the Universityof Illinois College of Business Administration's Institute forEntrepreneurial Studies, and an Adjunct Professor of Law atNorthwestern University.




[PDF] Aarp Probate Wars Of The Rich And Famous Download

AARP Probate Wars of the Rich and Famous PDF
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
Release Date: 2012-04-23
Size: 34.16 MB
Format: PDF, Kindle
Category : Business & Economics
Languages : en
Pages : 257
View: 2714

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Aarp Probate Wars Of The Rich And Famous

Book by Russell J. Fishkind, Aarp Probate Wars Of The Rich And Famous Books available in PDF, EPUB, Mobi Format. Download Aarp Probate Wars Of The Rich And Famous books, AARP Digital Editions offer you practical tips, proven solutions,and expert guidance. Surrogate Court dockets are filled with cases involving familymembers fighting over the assets and intentions of a deceasedparent or spouse. Probate Wars of the Rich & Famous: AnInsider’s Guide to Estate Planning and Probate Litigationtracks the estate litigation cases of Anna Nicole Smith, BrookeAstor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsleyand identifies the five universal factors that caused suchdisputes. Each chapter provides estate planning insights designedto help individuals plan their estates without causing litigation.If, however, probate litigation cannot be avoided, the book alsoprovides invaluable lessons about undue influence claims, how toremove a fiduciary, demanding an estate accounting and claimsseeking to set aside lifetime transfers that undermined thedecedents intentions. Few - if any – estate planning booksutilize colorful celebrity accounts to provide meaningful insightsand actionable advice.




[PDF] J K Lasser Pro Real Estate Investment Trusts Download

J K  Lasser Pro Real Estate Investment Trusts PDF
Author: Richard Imperiale
Publisher: John Wiley & Sons
Release Date: 2002-06-17
Size: 20.76 MB
Format: PDF, ePub, Mobi
Category : Business & Economics
Languages : en
Pages : 372
View: 2512

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J K Lasser Pro Real Estate Investment Trusts

Book by Richard Imperiale, J K Lasser Pro Real Estate Investment Trusts Books available in PDF, EPUB, Mobi Format. Download J K Lasser Pro Real Estate Investment Trusts books, Benefit from the outstanding investment opportunities that currently exist in the REIT industry The growth of REITs as an asset class has created an excellent opportunity for small investors to participate in the ownership of institutional-quality real estate. Are you ready to help your clients make the most of this opportunity? J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs and includes a chapter on each of the following forms of REITs available, including: Residential REITs Manufactured home community REITs Office REITs Industrial property REITs Retail REITs Hotel property REITs Health care REITs Self-storage REITs Specialized, diversified, and mortgage REITs Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio. Please visit our Web site at www.jklasser.com




[PDF] Keeping Clients For Life Download

Keeping Clients for Life PDF
Author: Karen Caplan Altfest
Publisher: John Wiley & Sons
Release Date: 2001-07-02
Size: 48.60 MB
Format: PDF, Mobi
Category : Business & Economics
Languages : en
Pages : 223
View: 4559

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Keeping Clients For Life

Book by Karen Caplan Altfest, Keeping Clients For Life Books available in PDF, EPUB, Mobi Format. Download Keeping Clients For Life books, "This guide will help you connect with clients in meaningful ways by developing your "people" skills as well as your financial planning skills. The author shares insights on how to work with other professionals, clients' families, and especially members of the media. Altfest takes you through the intricacies of planner-client relationships and shares tools and techniques that have made her practice successful.".




[PDF] Book Review Index Download

Book Review Index PDF
Author:
Publisher:
Release Date: 2002
Size: 49.50 MB
Format: PDF, Docs
Category : Books
Languages : en
Pages :
View: 2175

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Book Review Index

Book by , Book Review Index Books available in PDF, EPUB, Mobi Format. Download Book Review Index books,




[PDF] Probate Wars Of The Rich And Famous Download

Probate Wars of the Rich and Famous PDF
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
Release Date: 2011-09-09
Size: 63.41 MB
Format: PDF, ePub, Docs
Category : Business & Economics
Languages : en
Pages : 272
View: 3924

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Probate Wars Of The Rich And Famous

Book by Russell J. Fishkind, Probate Wars Of The Rich And Famous Books available in PDF, EPUB, Mobi Format. Download Probate Wars Of The Rich And Famous books, Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An Insider’s Guide to Estate Planning and Probate Litigation tracks the estate litigation cases of Anna Nicole Smith, Brooke Astor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsley and identifies the five universal factors that caused such disputes. Each chapter provides estate planning insights designed to help individuals plan their estates without causing litigation. If, however, probate litigation cannot be avoided, the book also provides invaluable lessons about undue influence claims, how to remove a fiduciary, demanding an estate accounting and claims seeking to set aside lifetime transfers that undermined the decedents intentions. Few - if any – estate planning books utilize colorful celebrity accounts to provide meaningful insights and actionable advice.




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